E-RATE PRODUCTIVITY CENTER (EPC)
FILING THE FCC FORM 471-CONSORTIA
REL 1.2.1
RELEASE 1.2.1 – MARCH 2016
Last modified March 22, 2016
FILING THE FCC Form 471-Consortia REL 1.2.1
Contents
Filing FCC Forms 471..................................................................................................................................... 5
Before you Begin ....................................................................................................................................... 5
Purpose of FCC Form 471.......................................................................................................................... 5
Who Must File ........................................................................................................................................... 5
When to File FCC Form 471 ...................................................................................................................... 5
Where?...................................................................................................................................................... 6
How Many FCC Forms 471 Should You File?............................................................................................. 6
Assistance in Completing the FCC Form 471 ............................................................................................ 6
User Roles and Permissions ...................................................................................................................... 6
Filing an FCC Form 471 in EPC ....................................................................................................................... 7
Prerequisites ............................................................................................................................................. 7
Entity Profile.......................................................................................................................................... 7
Updating your Entity Profile ................................................................................................................. 8
Landing Page View ............................................................................................................................ 9
Organization Details View ................................................................................................................. 9
Manage Organization Relationships ................................................................................................... 11
Remove a Relationship ............................................................................................................... 11
Add Consortium Member ........................................................................................................... 11
Add a Consortium Member ........................................................................................................ 13
View New Relationships.............................................................................................................. 15
Add a Consulting Firm ................................................................................................................. 15
Contracts ............................................................................................................................................. 16
Manage Contracts ........................................................................................................................... 16
Landing Page ............................................................................................................................... 16
Organization Dashboard ............................................................................................................. 16
Edit or Remove Contracts ............................................................................................................... 17
Add a New Contract ........................................................................................................................ 18
Create Contract ............................................................................................................................... 19
Contract Information .................................................................................................................. 19
Establishing FCC Form 470 .......................................................................................................... 25
Service Provider .......................................................................................................................... 29
Contract Dates ............................................................................................................................ 30
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Pricing Confidentiality ................................................................................................................. 31
Confirmation ............................................................................................................................... 33
Create your FCC Form 471 .......................................................................................................................... 34
Basic Information Process ....................................................................................................................... 35
Billed Entity Information ..................................................................................................................... 35
Assign a Nickname .............................................................................................................................. 36
FCC Form 471 Help .............................................................................................................................. 36
Form Buttons and Links ...................................................................................................................... 37
Discard Form - Save & Continue – Other Options .......................................................................... 37
Exiting the Form and Returning Later ............................................................................................. 38
Consultant Information ....................................................................................................................... 39
Contact Information ............................................................................................................................ 39
Holiday / Summer Contact Information.............................................................................................. 40
Category of Service ............................................................................................................................. 41
Entity Information Process...................................................................................................................... 42
Select Members for this FCC Form 471 .............................................................................................. 42
Search for Members ........................................................................................................................... 43
Add Members ................................................................................................................................. 44
Members on this Application .............................................................................................................. 44
Remove Members ........................................................................................................................... 45
Entity Information –Entity Type .......................................................................................................... 47
Validation Messages ....................................................................................................................... 47
Populated Data ............................................................................................................................... 48
View Related Entities ...................................................................................................................... 51
Save & Share Button Option ........................................................................................................... 53
Other Full and Partial-Rights Users ................................................................................................. 54
Discount Rate for Form 471 ................................................................................................................ 57
Show Additional Information .......................................................................................................... 58
Funding Requests Process....................................................................................................................... 59
Funding Request - Add FRN ................................................................................................................ 59
Funding Request Key Information ...................................................................................................... 59
Yes Option ....................................................................................................................................... 60
No Option ........................................................................................................................................ 61
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Copy FRN ............................................................................................................................................. 61
Service Type ........................................................................................................................................ 63
Validation Message ......................................................................................................................... 63
FRN Contract ....................................................................................................................................... 65
Tariff ................................................................................................................................................ 66
Month-to-Month............................................................................................................................. 67
Contract........................................................................................................................................... 67
Associate a Contract ................................................................................................................... 68
Contract Information (Additional) .............................................................................................. 69
Fiber Request Key Information ........................................................................................................... 70
No Option ........................................................................................................................................ 70
Yes Option ....................................................................................................................................... 71
Lit Fiber Option ............................................................................................................................... 71
Dark Fiber ........................................................................................................................................ 71
Self-Provisioned .............................................................................................................................. 72
Narrative ............................................................................................................................................. 73
Funding Requests – Options ............................................................................................................... 73
Add FRN........................................................................................................................................... 74
Edit or Remove FRN(s) .................................................................................................................... 74
Add New FRN Line Item ...................................................................................................................... 74
Funding Requests ............................................................................................................................ 74
FRN Line Item for FRN# ................................................................................................................... 75
Product and Service Details ............................................................................................................ 75
Bandwidth Speed ............................................................................................................................ 77
Connection Information .................................................................................................................. 79
Cost Calculation .............................................................................................................................. 81
Manage Recipients of Service ......................................................................................................... 82
Entity by Consortium Members .................................................................................................. 83
Entity by BEN............................................................................................................................... 86
Recipients of Service ....................................................................................................................... 90
FRN Line Items for FRN # - Completed........................................................................................ 90
List of Funding Requests ..................................................................................................................... 96
Add FRN........................................................................................................................................... 97
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Edit FRN ........................................................................................................................................... 98
Remove FRN .................................................................................................................................... 98
Review FCC Form 471 ..................................................................................................................... 98
Review PDF.................................................................................................................................. 99
Send for Certification ................................................................................................................ 106
Full-Rights User ............................................................................................................................. 107
Go Back Option ......................................................................................................................... 107
Accept Option ........................................................................................................................... 108
Reassign for Revision ........................................................................................................................ 108
All Users ........................................................................................................................................ 109
All Users with Full-Rights .............................................................................................................. 109
Tasks for Users with full rights .................................................................................................. 110
Original Requester .................................................................................................................... 114
Certifications Process ............................................................................................................................ 116
After Submitting your FCC Form 471 ........................................................................................................ 118
Tasks tab ............................................................................................................................................... 118
Editing your Form.................................................................................................................................. 119
News tab ............................................................................................................................................... 119
Actions tab ............................................................................................................................................ 122
Search and Export ............................................................................................................................. 122
Reports tab............................................................................................................................................ 123
My Submitted Modification Requests (RAL) ..................................................................................... 123
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Filing FCC Forms 471
Before you Begin
Before you start creating an FCC Form 471 in EPC, you should be familiar with the eligibility rules and
filing procedures.
Purpose of FCC Form 471
The FCC Form 471 is filed to request discounts on eligible services for eligible schools, libraries, and
consortia of those entities under the Schools and Libraries (E-rate) Program. Starting in Funding Year
2015, the FCC Form 471 must be completed online.
The FCC Form 471 must reference services that were competitively bid with an FCC Form 470 posted in
the E-rate Productivity Center (EPC) for at least 28 days before the FCC Form 471 is filed, unless you are
specifically exempted by FCC rules from the FCC Form 470 posting requirement. The 28-day waiting
period begins after the FCC Form 470 is certified. This 28-day waiting period must occur before you may
execute any contracts for contracted services, as applicable; before you select your service provider for
tariffed or month-to-month services; and before you submit your certified FCC Form 471. It is possible
that an FCC Form 470 posted in a prior funding year may be used where such a form resulted in a multiyear contract.
Who Must File
All E-rate Program participants are required to file a FCC Form 471 application. Specifically, every entity
responsible for making payments directly to a service provider, the “billed entity,” must file an FCC Form
471 application. Even if several billed entities together file a single FCC Form 470, each billed entity must
file a separate FCC Form 471. An entity that receives a bill, but does not make payments to the service
provider on that bill, is not a billed entity, and therefore should not file an FCC Form 471 application.
When to File FCC Form 471
The FCC Form 471 must be filed during a specific application window each year. In general, the
application filing window opens about six months before the start of the funding year and is open for
about two and a half months. Applicants should check the USAC website (www.usac.org/sl), or contact
the USAC Client Service Bureau (CSB) at 1-888-203-8100 to obtain the filing window dates.
The FCC Form 471 must be certified by 11:59 p.m. ET on or before the last day of the FCC Form 471
application filing window in order for the request to receive consideration as being filed inside the
window. It is your responsibility to check the USAC website or contact CSB to obtain the announcement
of the filing window dates.
NOTE: While the FCC Form 471 can be filed anytime during the application filing window. The filing of
any FCC Form 471 must be done at least 28 days after the FCC Form 470 is posted, if one is required.
The FCC Form 470 Receipt Notification Letter (RNL) will identify the earliest date – the Allowable
Vendor Selection/Contract Date – on which you may choose a service provider and, if applicable,
execute a contract, and sign and submit an FCC Form 471. The Allowable Vendor Selection/Contract
Date will also be indicated on the FCC Form 470 posted.
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All FCC Forms 471 certified by the close of the application filing window are considered as if they had
arrived on the same day, and have priority over those submitted after the closing date of the window.
Where?
You must complete and submit the FCC Form 471 by filing the form online in the E-rate Productivity
Center (EPC).
How Many FCC Forms 471 Should You File?
You may file more than one FCC Form 471 and, in fact, you must file separate applications for Category
One (Data Transmission Services and Internet Access, and/or Voice Services) and Category Two (Internal
Connections, Managed Internal Broadband Services, and/or Basic Maintenance of Internal Connections).
This separation allows USAC to process applications more quickly. If there are questions about your
application, a funding decision on the application may be delayed.
Assistance in Completing the FCC Form 471
There are several resources to guide you in completing this form. When you enter information in the
USAC EPC portal, helper text is available for many fields. You will be assisted in the process by step-bystep prompts when completing this form online. Applicants are also urged to consult the FCC Form 471
Filing webpage of USAC’s Schools and Libraries Program website for guidance in completing this form.
Assistance is also available by contacting CSB via e-mail using the “Submit a Question” link on the USAC’s
Schools and Libraries Program website, or via toll-free telephone at 1-888-203-8100.
You may also contact the CSB using the Contact Us link in the USAC EPC portal, or by phone at 1-888203-8100.
User Roles and Permissions
Only applicants and their consultants can file FCC Form 471. When you are added to the EPC system,
you are given certain permissions regarding creating, editing, and certifying FCC Forms. The rights are
provided on a form type basis; that is, you may have certain rights for the FCC Form 470 for your
organization, but different rights with regards to the FCC Form 471. The following rights apply
specifically to this form:
•
•
•
Full Rights: These users can start, edit, and certify these forms.
Partial Rights: These users can start and edit these forms; however, they are not able to certify
the form. Once they have completed the entering all of the information in the form, it will be
automatically routed to all of the full rights users in your organization so that the form can be
certified.
View only Rights: These users cannot start or edit a form, but can view the forms created by
other users in the organization.
The account administrator for your organization can modify your permissions.
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Filing an FCC Form 471 in EPC
Prerequisites
Entity Profile
Before you file an FCC Form 471, confirm and update the information in your applicant entity’s profile.
The data in your entity profile is used to calculate your discounts in the EPC system.
1. On your landing page, locate and click on the name of your organization. The organization
dashboard opens.
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Dashboard – Organization Details
Updating your Entity Profile
You can make changes to your entity profile via the Manage Organization functionality from your
Landing page or Organization Details view.
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Landing Page View
Organization Details View
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1. Click the drop-down arrow to display additional options.
2. Select from the following options if you do not have the Manage Organization function.
• Click the Contact Us link located on your landing page or Actions tab to Create a Customer
Service Case.
• Contact the Client Service Bureau (CSB) directly at (888) 203-8100 for assistance.
3. Select the Manage Organization link to access your organization profile, if applicable.
4. Review the information in your organization’s profile.
5. To update the information, follow the on screen guidance or refer to the above contact
information.
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Manage Organization Relationships
You can add or remove an organization relationship with this functionality.
Remove a Relationship
Select the requested search criteria and then click the Search button.
Add Consortium Member
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1. Select the Organization Type from the drop-down menu.
2. Click the Search button. If successful, the Add Consortium Member page displays.
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Add a Consortium Member
3. Select the check-box next to the requested BEN name(s) in the Add Relationship(s) section.
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4. Select the Submit button. A confirmation message displays.
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5. Select the Yes option to continue. A brief message “Action completed successfully” displays and
returns the user to the Related Actions menu options.
View New Relationships
Navigate to Manage Organization > Related Actions > Manage Organization Relationships > Add
Consortium Member > Enter Organization Type and select Search Criteria + Search button >
Add a Consulting Firm
1. Click the Add a Consulting Firm button and then follow the on-screen pages to enter the
requested information.
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Contracts
Before you begin your application, enter any contracts that you will be associating with Funding Request
Numbers (FRNs) in your entity’s profile. You will associate contracts with your FRNs when you create
your FCC Form 471.
Manage Contracts
Use the Manage Contracts function to upload and edit contracts before you begin your application.
Landing Page
1. From your landing page, locate your organization from the My Entities section and then click the
organization name link to display the organization dashboard.
Organization Dashboard
NOTE: Selecting the Contracts link from the left menu options will display Submitted Contracts only.
The Manage Contracts link will display all contract types.
2. Click the drop-down arrow to display additional options.
3. Click the Manage Contracts link. The Manage Contracts page displays.
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Edit or Remove Contracts
You can edit contracts that are still in the draft form.
1. Select from the following options:
• If there are no Contracts Drafts, see the Add a New Contract option.
• If Contract Drafts are available, see Step 2.
2. Select the draft and then click the Edit button to open it for editing.
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3. To delete up to five contracts at a time, select them from the list, and then click the Delete
button.
Add a New Contract
On the Manage Contracts page, you can add new contracts to your organization.
1. Select My Contract Draft from the Contract Type drop-down menu.
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2. Click the Add a New Contract button.
Create Contract
Contract Information
1. Enter a nickname for the contract.
2. Enter the Contract Number.
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3. Select from the following options:
• Click the Cancel button to void the process of adding a new contract.
• Click Save & Close button to exit and return later.
NOTE: If you select Save & Close option to return to your draft contract, select Manage Contracts
again, then locate your contract in your My Contract Draft list. Click the checkbox for the draft, and
then click Edit.
•
Click the Save & Continue button to proceed to the next page. The Create Contract page
displays.
4. Select from the following options to create a contract:
•
•
Click the Yes button to upload a copy of your contract and enter a description of the
contract.
Click Choose File to browse for the document:
a. Enter the description for the document
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b. Repeat for any additional documents for this contract; OR
5. Select from the following options on the Contract Document Upload section:
• Click the Back button to return to the previous page.
• Click the Cancel button to discard creating a new contract
• Click the Save & Continue button to continue creating a new contract
• Click the No button to indicate that you do not want to upload a copy of your contract.
6. Select from the following options on the Contract ID section:
• Click the Back button to return to previous page
• Click the Cancel button to end the Create Contract process
• Click the Save& Close button to exit and continue the process at a later date
• Click the Save & Continue button to continue to the next page. The Contract Information
displays.
NOTE: Continue the process through Confirmation.
7. Select the Yes or No options for both questions.
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•
•
Optional: Click the Question Mark icon to display detail information.
If Yes or No options are selected, click the Save& Continue button to continue.
8. Select the Yes or No option for the question: “Can other applicants piggy back off this contract?”
• If the Yes button is selected, click the Save& Continue button to continue.
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•
If the No button is selected for the question: Can other applicants piggy back off this
contract?
9. Select a Yes or No option to the second question: Was this contract originally created by another
applicant, and you then piggy backed off their contract?
• If the No button is selected, choose from the options below:
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•
a. Click the Back button
b. Click the Cancel button
c. Click the Save & Close button
d. Click the Save& Continue button to continue
If the Yes button is selected, enter the original party that created the piggy back contract
with detailed information and then choose from the options below:
•
•
•
•
Click the Back button
Click the Cancel button
Click the Save & Close button
Click the Save& Continue button to continue.
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NOTE: Selecting the Yes option to the question, “Was this contract originally created by another
applicant, and you then piggy backed off their contract?” and choosing the Save & Continue option
displays populated data on the Establishing FCC Form 470 page, as shown below.
Establishing FCC Form 470
Selecting the Yes option to the question: Was an FCC Form 470 posted for the product prior to Funding
Year 2006?” displays the Establishing FCC Form 470 page.
10. Enter the number of bids.
• Select from the following options:
a. Click the Back button
b. Click the Cancel button
c. Click the Save & Close button
d. Click the Save& Continue button to continue
11. Optional: Click the Search FCC Forms 470 button to locate the requested form. The search fields
displays.
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•
Selecting the Yes option below presents a second question.
12. Optional: Select the Search by BEN field.
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13. Click the check-box next to the requested FCC Form 470 Number: OR
• Click Back button to return to the previous page
• Click Cancel button to end the create FCC Form 471 process.
• Click Save & Close button to save information and return later.
NOTE: Selecting the Yes option to both questions: Was an FCC Form posted for the product and/or
services you are requesting? And Was your FCC Form 470 posted prior to Funding Year 2006?
14. Review noted information about this option and proceed as advised; OR
• Click the Contact Us link located on your landing page or Actions tab to Create a Customer
Service Case: OR
• Contact the Client Service Bureau (CSB) directly at (888) 203-8100 for assistance.
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NOTE: Selecting the No option to the question: Was this contract originally created by another
applicant, and you then piggy backed off their contract? - Choosing the Save & Continue option
presents the Establishing FCC Form 470 page, as shown below.
15. Enter the number of bids, if you selected the No option to the question: Was an FCC Form 470
posted for the product prior to Funding Year 2006?
•
Select from the following options:
a. Click the Back button
b. Click the Cancel button
c. Click the Save & Close button
d. Click the Save& Continue button to continue to the Service Provider page.
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Service Provider
1. Enter the Service Provider Identification Number (SPIN), also known as the service provider’s
498 ID, in the Search by SPIN field, if applicable; OR use the Search by Name (Full or Partial)
field to search.
•
•
If search is unsuccessful, contact your account administrator for assistance.
If search is successful, click the check-box next to the requested SPIN and then click the Save
& Continue button.
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Contract Dates
1. Select and enter the Contract Dates details:
• Click the Yes or No button to indicate if this is a multi-year contract.
• Enter the date that you were awarded the contract.
• Click the Save & Continue button.
2. Select from the following options.
• Click the Yes or No button to indicate if this contract includes voluntary extensions.
• Click the Save & Continue button to proceed.
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Pricing Confidentiality
1. Enter the Pricing Confidentiality details:
• Click the Yes or No button to indicate if a statue, rule or other restriction prohibits
publication of the specific pricing for this contract
• If you indicated No:
a. Click the Save & Continue button to continue.
•
If you indicated Yes:
a. Click the drop-down arrow to display the type of restriction and then choose the
requested value.
b. Click the Choose File button to upload the required supporting document.
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NOTE: You must upload a copy of the document that contains the cited restriction. See Restriction
Document Upload.
c. Click the Save & Continue button to continue.
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Confirmation
1. Review the contract details:
• Click the Complete button, if the content is correct. Selecting the Complete button will
return you to the organization dashboard.
• Click the Back button to return to the previous screen, if you need to make changes.
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Create your FCC Form 471
1. Log in to the system.
2. Click the FCC FORM 471 link from your landing page.
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Basic Information Process
When you begin the FCC Form 471, the basic information about your Billed Entity, including your Billed
Entity Number (BEN), BEN name, and address, will be automatically populated from your profile. If any
of the information is displayed incorrect, contact your account administrator to update the
organization’s profile. Once the information has been updated, it will automatically update in the form
as well.
NOTE: Errors messages will display when the information entered does not agree with the specific
field. The system will not allow you to continue until the error has been corrected. If you are unable
to resolve, contact your account administrator for assistance.
For assistance with updating the organization’s profile, see the Managing Organizations EPC User Guide.
Step-by-step video tutorials about how to prepare to file the FCC Form 471 by updating profile
information are available in the Online Learning Library.
Billed Entity Information
After you click the FCC Form 471 link, the Billed Entity Information page displays. Verify your
information.
If the Billed Entity Number (BEN) or FCC Registration Number is not correct, contact CSB for changes.
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Assign a Nickname
1. Enter an Application Nickname of your own choosing to facilitate communication with us about
this particular FCC Form 471. The nickname can be very simple; for example, if you are filing two
FCC Forms 471, you might label them “Category One” and “Category Two.” Choose identifiers
that suit your own record keeping needs. The application nickname will help you locate your
form in the system if you are creating multiple forms.
2. Optional: Click on the Question Mark
Application Name format.
icon to display additional information about the
NOTE: The Question Mark
icon will display throughout the application process. Simply, click on it
to display addition information about a specific field.
FCC Form 471 Help
The FCC Form 471 Help section will display on all pages of the form. Information is provided for each
section of the form that relates specifically to the page.
3. Optional: Click the Expand [+] button to access Help documents for the specific section.
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Form Buttons and Links
Discard Form - Save & Continue – Other Options
At the bottom of each screen, there are options to Discard Form or Save & Continue. These options will
allow you to discard your work or save and continue working on the form. An additional option to Save
Changes is available from the menu.
•
If you select the Save Changes link from the menu to receive the message “Form saved
successfully.” You will remain on the current page until you select another option.
•
If you select the Discard Form button, a pop-up message will display and request your input
to proceed with the deletion of the form. Once you click the Yes button, the form will be
permanently deleted and cannot be recovered in the EPC system.
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•
•
If you select the Save & Continue button, you will proceed to the next page to continue
entering information for the FCC Form 471.
Select the Back button to return to the previous page when displayed.
NOTE: Save Changes, Discard Form and Save & Continue options are available for each step of the
application process. You can select the Discard Form button to cancel your application completely, or
use the Back button to return to the previous screen.
Exiting the Form and Returning Later
If, after completing part of the form, you want to save your work and return to it later:
•
Click the Save Changes link or Save & Continue button.
•
Click the Task tab to locate the in-process form when you return to EPC. Selecting the task
link will display the last screen accessed prior to you saving and exiting.
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Consultant Information
Next confirm the Consultant Information for your organization. If you indicated in your profile that you
are using a consultant, the consultant information will automatically display.
NOTE: If you are using a consultant to assist you, the consultant must appear on this form. If the
consultant is not listed, contact your account administrator to update your profile to add a consultant
to include on this form.
1. Review the Consultant Information for accuracy.
2. To update the consultant information, select the Manage Organization Relationships function
or contact the organization account administrator to modify the information. Also, see the
Manage Organizations section for more information.
Contact Information
You must respond to the contact information question regarding the main contact person. Select the Yes
or No button to indicate if you are the main contact person for this FCC Form 471.
1. Select the Yes button to indicate if you are the main contact person for this FCC Form 471. If the
information exists in the organization profile, the contact information will be displayed.
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2. Select the NO button to add another person as the main contact.
3. Enter the name or email address of the contact person. The system will search for a match.
Holiday / Summer Contact Information
Alternate contact information can be provided for use during the holiday or vacation period.
4. Optional: Enter an alternative contact.
5. Select the Save Changes link or the Back, Discard Form buttons; OR select the Save & Continue
button to proceed to the next page to continue entering information for the FCC Form 471.
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Category of Service
This section will allow you to identify the category of service for the product and services that you are
requesting. If you need help determining the correct category of service, please review the Eligible
Services List on the USAC website.
NOTE: You can also select the FCC Form 471 Help option for this page.
1. Select the Category of Service option that you are requesting:
• Click the Category 1 or Category 2 button. After you click the button, it will turn green
to indicate your selection.
2. Select the Save Changes link or the Back, Discard Form or Save & Continue button.
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Entity Information Process
You will select which members from your consortium will be included on this FCC Form 471. If the
Consortium member does not appear below, please return to the entity profile and add that member to
your Consortium.
Select Members for this FCC Form 471
You must respond to the Yes or No option to include consortium members on this Form FCC 471.
1. Select the Yes option to indicate if every member in this consortium is included on this FCC Form
471, as shown in the Members on this Application list; OR
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2. Select the No option if you want to search for consortium members to add to this FCC Form 471
that are not currently displayed on the list.
Search for Members
The Search for Members section provides the search criteria that you will use to locate the requested
member and displays the current members and members found from your search criteria. The members
can be added to the application.
3. Optional: Enter or select search criteria for the BEN Name, BEN, State or Entity Type. Selecting or
entering information for both options will activate the Clear Filters and Search buttons.
4. Click the Search button to locate the member(s). If applicable, searched results display.
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Add Members
5. Select the check-box next to each BEN Name to add to the Members on this Application section
and then click the Add button.
Members on this Application
The Members on this Application section allows you to remove members from the current application,
if needed.
NOTE: Members displayed in the Select Members section are pre-populated from the applicant’s
entity profile. To add a new member, you must use the Manage Organization Relationship
functionality on your Landing page or contact the account administrator. Upon success, the new
member will display in this section.
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Remove Members
6. Optional: Select the check-box next to each BEN Name to remove the member from the
Members on this Application section, and then click the Remove button. The select member(s)
is removed and displays in the Select Members section.
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7. Select the Save Changes link or the Back, Discard Form button; OR select the Save & Continue
button to proceed with the application.
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Entity Information –Entity Type
Information in this section is populated based on the applicant’s entity profile.
Validation Messages
Selecting the Save & Continue button from the Select Members section will display the message in the
below screen capture, if the appropriate member was not selected or has not been added to your
applicant’s entity profile (See previous page to select members or use the Manage Organization
Relationship(s) function to update the information).
8. Click the drop-down arrow to select an Entity Type from the menu.
NOTE: The system defaults to Entity Type: School. If the system displays the above validation
message, you will be allowed to select the Entity Type from the drop-down menu and continue the
application process.
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Populated Data
The system will display the Entity Information page shown below when the applicant’s entity profile has
been updated with the appropriate information.
NOTE: You can click on the hyperlinked (blue) text shown in the BEN Name and Annexes columns to
view the Organization Details information.
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9. Optional: View organization details.
10. Optional: Click the Back arrow on your browser to return to the Entity Information page.
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11. Optional: Scroll horizontally to view all columns.
12. Optional: Select the requested View Annexes link. If applicable, the annexes information
displays.
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13. Optional: Click the View Annexes link.
NOTE: To add an annex to your organization, see the Manage Organization function or the account
administrator, if required.
View Related Entities
You can view entities related to your organization.
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14. Select the check-box next to the requested BEN Name and then click the View Related Entities
button. The Related Entity (ies) Information displays, if applicable.
15. Select from the following options:
• Select the Save Changes link
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•
•
•
Click the Back button to return to the previous page
Click the Discard Form button to cancel the application
Click the Save & Continue button to proceed to the next page. The Entity Information
page displays with an option to Save & Share.
Save & Share Button Option
The Save & Share function will allow other full and partial rights users in your organization the option to
edit an incomplete FCC Form 471.
1. Click the Save & Share button. A pop-up menu displays a message with Yes and No options to
share your FCC Form 471 for editing.
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2. Click the Yes option to proceed. The system routes the incomplete application to the Tasks list.
Other Full and Partial-Rights Users
Other user can edit the incomplete FCC Form 471. The Tasks list will display all users in the organization
that have permission to access the form.
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3. Click the Tasks tab to the list of tasks available to your organization.
4. Click the FCC Form 471 link. A message display requiring your respond to continue.
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5. Select from the following options:
• Click the Go Back button to return to the Tasks list.
• Click the Accept button to assign the task to yourself. The page will open to show the
last page saved or stopping point of the previous user.
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6. Select from the following options:
• Click the Back button to return to the previous page.
• Click the Discard Form button to cancel the application.
• Click the Save & Share button to return the incomplete application to the tasks list
• Click the Save & Continue button to proceed with the application.
Discount Rate for Form 471
The Discount Rate is calculated at the time of certification using real-time data.
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7. Click the Show Additional Information button. The additional information display, if applicable.
Show Additional Information
Selecting the Show Additional Information button will display the Consortium Members section, if
applicable.
8. View information and then click the Save & Continue button. The Funding Requests page
displays to add the FRN information.
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Funding Requests Process
Funding Request - Add FRN
1. Click the Add FRN button.
Funding Request Key Information
2. Enter a nickname for the Funding Request.
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3. Select the Yes or No option to respond to the question “Is this Funding Request a continuation
of an FRN from a previous year?”
Yes Option
Selecting the Yes option will display the Previous Year FRN Number field. You must enter the requested
information.
4. Optional: Enter the Previous Year FRN Number.
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No Option
5. Optional: Select from the No option to respond to the question “Is this Funding Request a
continuation of an FRN from a previous year?”
Copy FRN
Select the Copy FRN button to copy a Funding Request from the current Funding Year.
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6. Optional: Click the Copy FRN button. The Search for FRN section displays.
7. Optional: Use the Search for FRN or Search by FRN Number.
• Associate a contract to your FRN:
o Enter part or all of the contract nickname, enter the Contract ID, or Contract
Number.
o Click the Search button.
NOTE: If you have not created the contract(s), see Manage Contracts for more information.
8. Click the check-box for the requested FCC Form 471.
9. Click the Continue button.
10. Click the Yes button to continue.
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11. Wait for the system to respond or click the Refresh button.
12. View successful copied message.
13. Optional: Click the Continue button.
Service Type
Validation Message
You may receive an eligibility message when selecting the Service Type. This message is based on
information in your profile, if displayed.
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14. Select a Yes or No option.
• Click the Yes button to Continue; Or
• Click the No button to return to the Service Type.
15. Optional: Click the drop-down arrow to select a different Service Type, if applicable.
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16. Click the Continue button.
FRN Contract
The FRN Contract section will request you to identify the purchasing agreement type for the product and
services included in this Funding Request.
NOTE: You can only select one purchasing agreement type (Contract, Tariff, or Month-to-Month) per
FCC Form 471.
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Tariff
You will be required to enter your information for the Tariff option.
17. Optional: Click the Tariff button to enter the requested information.
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Month-to-Month
You will be required to enter your information for the Month-to-Month option.
18. Optional: Click the Month-to-Month button to enter the requested information.
Contract
Contract information is stored in your Profile. New contracts can be added at any time.
19. Optional: Click the Contract button and then click the Continue button.
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Associate a Contract
NOTE: The BEN information defaults for this page.
20. Click the Search button. The search results display the contracts, if applicable.
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Contract Information (Additional)
21. Click the check-box next to the Contract ID to display the contract information. The contract
information displays.
22. Select the Contract Information expiration date. The Start Date is pre-populated, as shown in
the above screen capture.
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23. Click the Continue button.
Fiber Request Key Information
This section requires your respond to Fiber Requests information for this FRN.
24. Select the Yes or No option to respond to the question regarding dark fiber, self-provisioned
network, and other information.
No Option
•
Click the No button.
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Yes Option
•
Click the Yes button. An additional question displays requiring you to select from the
following options: Lit Fiber, Dark Fiber or Self-Provisioned.
Lit Fiber Option
•
Click the Lit Fiber button; OR
Dark Fiber
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•
Click the Dark Fiber button; OR
Self-Provisioned
•
Click the Self-Provisioned button.
25. Click the No button and then press the Continue button.
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Narrative
This section requires a brief explanation of the products and services.
26. Enter a brief description of the product and services that you are requesting.
27. Click the Save & Continue button to complete this step (as noted on the above page) and
proceed to the next page.
Funding Requests – Options
This section will allow you to add FRN Line Items and the associated Recipients of Service to your current
FRN or start a new FRN.
28. View the displayed FRN(s).
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29. Click the check-box for the requested FRN. The Edit FRN and Remove FRN buttons are
activated.
Add FRN
30. Optional: Click the Add FRN button to add an additional FRN to this Funding Request
application.
• Repeat see Funding Request Process section.
Edit or Remove FRN(s)
31. Select from the following options:
• Optional: Click the check-box for the requested FRN and then click the Edit FRN button.
o Optional: Follow the on-screen instructions to edit the FRN; OR
• Optional: Click the check-box for the requested FRN and then click the Remove FRN
button.
o Optional: Follow the on-screen instructions to remove the FRN
Add New FRN Line Item
You can add new FRN Line Items and the associated the Recipients of Service to your current FRN.
Funding Requests
32. Click the FRN link (Blue hyperlink). The FRN Line Items information displays.
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FRN Line Item for FRN#
33. View the on-screen note and instructions.
34. Click the Add New FRN Line Item button. The Product and Service Details page displays.
Product and Service Details
35. Select the check-box next to the requested Purpose.
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36. Click the drop-down arrow to view and select the Function option.
37. Click the drop-down arrow to view and select the Type of Connection.
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38. Click the Continue button. The Bandwidth Speed page displays.
Bandwidth Speed
39. Enter the requested Bandwidth Speed and Units information.
40. Select the Yes or No option for the Burstable Bandwidth question.
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The No option View and Results
•
Select the No option for the Burstable Bandwidth; OR
The Yes option View and Results
•
Enter the maximum burstable speed and unit information.
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41. Click the Continue button.
Connection Information
42. Select a Yes or No option for the direct connection, eligibility and firewall questions and then
click the drop-down arrow to choose the Connection used by option.
43. View the following scenarios for the Connection Information page.
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No options View and Results
44. Optional: Click the No option and then click the drop-down arrow to choose the Connection
used by option.
• Optional: Click the Continue button to proceed to the next page; OR
Yes options View and Results
45. Optional: Click the drop-down arrow to select the Connection used by option.
•
Optional: Click the Yes option for all questions.
NOTE: The system will display an error message if you select the Yes option to both questions shown
in the left-hand column.
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•
Optional: Select the above options and then click the Continue button.
Cost Calculation
46. Enter the Cost Calculation information.
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NOTE: The system will calculate and display totals based on your entries.
47. Click the Save & Continue button. The Manage Recipients of Service page displays.
Manage Recipients of Service
This option will allows you to select the Recipients of Service for your Line Item.
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Entity by Consortium Members
You can choose the Select an Entity by Consortium Members method to select the recipients of service.
48. Click the Select an Entity by Consortium Members button and then click the drop-down arrow
to choose the Entity Type. Selecting the Entity Type displays the consortium members.
49. Optional: Click the View Entities link. The Entity information display, if applicable.
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50. Option: View Entities information, if applicable.
NOTE: Do not click the Back button. This option will return you to the Cost Calculations page.
51. Click the View “Entity Type” Consortium Members link (Example: View School Consortium
Members) to return to the previous page.
Add Members
52. Click the check-box next to the requested BEN and then click the Add button. The members will
display in the Selected Entities section of the page, if applicable.
• Optional: Click the Save & Continue button to proceed; OR choose to remove members.
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Remove Members
NOTE: Use this option if you want to remove one or more members from the current application.
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53. Optional: Click the check-box next to the requested BEN located in the Selected Entities section
and then click the Remove button.
•
Optional: Click the Save & Continue button to proceed to the next page; OR choose to
add members.
Entity by BEN
You can choose the Entity by BEN method to select the recipients of service.
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54. Click the Select an Entity by BEN button and then enter the BEN information in the Search by
BEN field.
55. Click the Search button. The Add button displays.
Add Members
56. Optional: Click the Add button to include the entity on this application.
NOTE: You can search for addition members to add to your Selected Entities list. Each member must
be added to your Selected Entities prior to searching for the next member.
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57. Optional: Enter the BEN information in the Search by BEN field and click the Search button.
Search results will display, if applicable.
58. Optional Click the Add button. The chosen entities displays in the Selected Entities section of
the page.
Remove Members
59. Optional: Click the check-box next to the requested BEN located in the Selected Entities section.
The Remove button is activated.
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60. Optional: Click the Remove button to remove the entity from this application.
61. Optional: Click the Save & Continue button to proceed; OR choose the Add Members option.
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Recipients of Service
The Recipient of Service page displays a view of all selected recipients on the current application.
62. Click the Continue button.
FRN Line Items for FRN # - Completed
The funding request line items for this FRN will display on this page
63. View the FRN Line Item information.
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64. Select the check-box next to the requested FRN Line Item Number to active all button options.
Add New FRN Line Items
65. Optional: Click the Add New FRN Line Item option to add more FRN Line Items to this funding
request.
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Remove FRN Line Item
66. Optional: Click the Remove FRN Line Item button to remove the current FRN Line Item. A popup confirmation message displays.
NOTE: Selecting the Yes option will permanently remove the information from the system.
67. Optional: Click the No option to cancel and return to the current page or the Yes option to
remove the selected line item.
Bulk Upload
68. Optional: Click the Bulk Upload option to download the FRN Line Item template (MS-Excel).
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69. Click the Download template link.
70. Optional: Click the Open option from the Downloaded file menu from the preferred Google
Chrome browser; OR simply download and open the file from your browser. The PDF document
displays.
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71. Optional: Scroll horizontally to view the entire page.
72. Fill in the required information and then save the document template.
73. Click the Choose File button to locate your saved document template.
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74. Click the Open button to upload your completed document. The page will display the uploaded
document.
75. Click the Submit button to return to the FRN Line Items for FRN # page.
Back and Discard Form Options
76. Optional: Back and Discard buttons – Select the Back button to return to the previous page; OR
the Discard Form button to delete your FCC Form 471 application.
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Save & Share
77. Optional: Save & Share - Select the Save & Share button to send the current application status
to members of your organization for review or continuing the application process.
Continue
78. Continue - Select the Continue button to proceed to the next page (Funding Requests).
List of Funding Requests
This page will display all funding requests for the current application.
79. Click the check-box next to the requested FRN to activate all buttons.
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Add FRN
80. Optional: Select the Add FRN button to add other FRNs.
81. Optional: Repeat the Add FRN steps (see Funding Request Process); OR click the Cancel button
to return to the Funding Request page.
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Edit FRN
82. Optional: Select the Edit FRN button to make changes your current application.
NOTE: Selecting the Edit FRN button will return you to the beginning application page (Basic
Information).
Remove FRN
83. Optional: Select the Remove FRN button to remove the current Funding Request application.
84. Optional: Click the Yes option to permanently remove this Funding Request from the system; OR
85. Optional: Click the No button to return to the Funding Request page.
Review FCC Form 471
The Review FCC Form 471 option will display the current application draft.
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86. Optional: Click the Review FCC Form 471 button to view the current application.
87. Optional: Click the Yes option to download a PDF document of your application draft. A
download document link will display in your Tasks list; OR
88. Optional: Click the No button to return to the Funding Request page.
Review PDF
89. Locate the Review PDF task in your tasks list and then click the Review PDF link.
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90. Click the Download Document Link. A PDF document displays in another view.
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91. Review the application information.
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92. Optional: Print, email or save the PDF document.
93. Close [x] the document window when finish.
Option - Edit Form
Selecting this option will require you to review all pages of the application process (Basic Information
through Funding Requests). All data has been saved and pre-populate from previous entries.
94. Select the Edit Form button to update the current form.
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95. Click the Save & Continue button until you reached the desired page(s) to update.
96. Click the Review FCC Form 471 button to review the updated document.
97. Click the No option to return to the previous page; OR the Yes option to send the review request
to your tasks list.
98. Wait for the system to route the Review PDF link to you Tasks list.
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99.
Click the Review PDF link to download the updated document.
100.
Select from the following options:
• Click the Download Document Link
• Click the Edit Form button
• Click the Send for Certification button.
Send for Certification
Partial-Rights User
This function will send your FCC Form 471 to the full-rights users in your organization for certification.
101.
Click the No option to return to the current page; OR click the Yes option to proceed.
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Full-Rights User
Only full-rights users can certify the FCC Form 471 application.
102.
103.
Locate the incomplete application in your Tasks list.
Click the FCC Form 471 document link.
Go Back Option
104. Click the Go Back button to decline and return to the Tasks list; OR
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Accept Option
105. Click the Accept button to take ownership of the document.
106.
Select from the following options:
• Edit Form
• Reassign for Revision
Reassign for Revision
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All Users
All Users with Full-Rights
107.
108.
109.
Optional: Click the radio button next to all users with full rights to this form.
Optional: Enter notes in the Instruction for Revision field.
Click the Reassign for Revision button. The task is routed to the Tasks list.
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Tasks for Users with full rights
All full-rights users will have access to the reassigned task.
110.
Click the FCC Form 471 link.
111.
Click the Go Back button to decline and return to the Tasks list; OR click the Accept button
to take ownership of the task.
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112.
113.
Optional: Review instructions, if applicable.
Click the Continue to Form button. The next page in the application displays
• Optional: Update the information on the required pages, if necessary.
• Click the Save & Continue button to advance through the application review process
until you reach the Funding Request page (shown below).
114.
Click the Review FCC Form 471 button.
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FILING THE FCC Form 471-Consortia REL 1.2.1
115.
Click the Yes option to create a PDF copy of the application. The system will route the PDF to
the Tasks list.
116.
Locate and click the Review PDF for FCC Form 471 link.
117.
Click the Download Document Link (blue highlight).
© 1997-2016, Universal Service Administrative Company, All Rights Reserved.
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FILING THE FCC Form 471-Consortia REL 1.2.1
118.
View the entire document to ensure all updates are shown.
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FILING THE FCC Form 471-Consortia REL 1.2.1
119.
120.
Close the document window and return to Download Document Link view.
Select from the following options:
• Click the Edit Form button to make additional updates to the current application.
• Click the Send for Certification button to return the application to another user
121.
Click the Yes option to send the updated application back to the requester (cbconsuser). The
task displays in the Tasks list.
Original Requester
122.
Locate and click the FCC Form 471 link.
© 1997-2016, Universal Service Administrative Company, All Rights Reserved.
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FILING THE FCC Form 471-Consortia REL 1.2.1
123.
Click the Accept button to accept the task.
124.
125.
Click the check-box to agree with the information in the PDF document.
Click the Continue to Certification button.
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FILING THE FCC Form 471-Consortia REL 1.2.1
Certifications Process
126.
127.
Click the check-box for each required certification requested.
Scroll the page to view all of the information.
128.
Click the drop-down arrows to select a Yes or No option to respond to the questions.
© 1997-2016, Universal Service Administrative Company, All Rights Reserved.
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FILING THE FCC Form 471-Consortia REL 1.2.1
129.
Click the Certify button to complete the FCC Form 471. A pop-up “Warning” message
displays.
130.
Click the No option to remain on the certification page; OR click the Yes option to
electronically sign and certify the form. Selecting the Yes option will display the message
“You have successfully filed FCC Form 471 ….”
© 1997-2016, Universal Service Administrative Company, All Rights Reserved.
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FILING THE FCC Form 471-Consortia REL 1.2.1
131.
Click the Close button to exit. The system displays the Certifier Information in the Tasks list.
After Submitting your FCC Form 471
Tasks tab
Your Certifier Information for FCC Form 471 # is viewable from the Tasks list.
132.
Optional: Click the Certifier Information for FCC Form 471 # link to open and view
information.
© 1997-2016, Universal Service Administrative Company, All Rights Reserved.
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FILING THE FCC Form 471-Consortia REL 1.2.1
Editing your Form
You can edit the FCC Form 471 after it has been certified.
News tab
The system will display the Receipt of Acknowledgement Letter (RAL) in your News list. You can view
updates related to the FCC Form 471. You will also receive News notifications indicating the status of
your form. Each service provider included in the form will be notified on the information you have
submitted.
133.
Optional: Click the Application Name (highlighted in blue). The organization details displays.
134.
135.
Optional: View the Organization Details page.
Click the Expand/Collapse button to view additional information, if applicable.
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FILING THE FCC Form 471-Consortia REL 1.2.1
136.
Return to News tab.
137.
Click the More link to display additional information.
138.
Click the Comment link to add information about this application.
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FILING THE FCC Form 471-Consortia REL 1.2.1
139.
140.
Enter your comment and then click the attachment icon to attach documents, if applicable.
Click the Comment button to complete.
141.
View posted comment and attachment, if applicable.
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FILING THE FCC Form 471-Consortia REL 1.2.1
Actions tab
Search and Export
The Search and Export Certified FCC Form 471/470 options will allow you to export the form results.
142.
Optional: Click Search and Export Certified FCC Form 471 or 470 link from the Actions tab.
143.
Optional: Enter your search information by BEN, SPIN or Form 471 and the click the Submit
button to display the results.
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FILING THE FCC Form 471-Consortia REL 1.2.1
Reports tab
My Submitted Modification Requests (RAL)
144.
Click the My Submitted Modification Requests (RAL) to view modified request, if
applicable. The information will display, if applicable.
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